Position in AVGO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$534,382,904
+$34,488,970 QoQ
Shares Held
1,414,647
-12.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
9.35%
of 13F equity value
Holder Rank
#221
of 4,764 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AVGO Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026DSM CAPITAL PARTNERS LLC holds $1,560,541,546 across 12 Semiconductors names. AVGO ranks #2 (34.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,702,822 | $940,987,653 | |
| 2 | AVGO |
Broadcom Inc.
This page
|
1,414,647 | $534,382,904 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
158,437 | $75,664,758 | |
| 4 | TSEM |
Tower Semiconductor Ltd
|
19,046 | $4,964,149 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
2,941 | $876,094 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,263 | $733,689 | |
| 7 | INTC |
Intel Corp
|
4,931 | $688,515 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
1,940 | $687,865 |
All Filings in AVGO
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $534,382,904 | 1,414,647 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $499,893,934 | 1,615,114 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $580,121,398 | 1,676,167 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $527,338,701 | 1,598,432 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $247,229,658 | 896,897 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $82,945,156 | 495,402 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,184,238 | 5,108 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $697,245 | 4,042 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $215,141 | 134 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $111,334 | 84 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $63,626 | 57 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||